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GullySystem

Real Estate CRM Views for Each Role

A builder or agency has owners, sales heads, salespeople and CRM staff working on the same buyers. Each role sees the part of the record that its job needs.

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One record, four working views

A buyer moves from enquiry to site visit, hold, booking and payment schedule, and different people handle each stage. The CRM keeps these stages on one linked record. Each role then opens the view that matches its work. Access is agreed during implementation.

Roles and what they see

Owners and directors

Enquiries, visits and bookings across projects, unsold inventory and the money due this month, without asking each team for its own list.

Sales heads

Lead assignment, follow-ups that are slipping, holds waiting for approval and channel partner claims to settle between the partners involved.

Salespeople

Their own leads, site visits to book, follow-ups to log and units to put on hold for their buyers while the buyer decides.

CRM and accounts executives

Bookings after the token, with payment schedules, receipts, reminders, documents and partner commission kept together on each booking.

Who the CRM is built for

  • Residential developers selling flats in one or a few projects
  • Plotted layout and villa developers who sell plot by plot
  • Builders who sell through channel partners
  • Agencies handling resale and new projects for several builders
  • Sales teams whose leads live in Excel, WhatsApp and portal inboxes

What the client decides

The client decides who approves a hold, who settles a partner claim and who can see commission. These choices follow how the sales office is organised. They are agreed during implementation. A large developer with dozens of projects and a full ERP needs an enterprise CRM instead.

FAQ

Frequently asked questions

Can a salesperson see another salesperson’s leads?

That choice is made with the business when the roles are set up. The default described for the role is that salespeople work their own leads.

Who approves a unit hold?

The sales head approves holds, and salespeople put units on hold for their own buyers. A hold can carry an expiry so the unit does not stay blocked.

Is it set up differently for an agency?

Yes. An agency’s CRM is built around the projects it sells for, with commission tracked per builder.

Where do owners find the combined figures?

Owners and directors read enquiries, visits, bookings, unsold inventory and money due across projects from their own view, without opening each team’s list.

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